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Company Logo & Name
Go to General Settings from the Gear Wheel in the top right. Under Company Information , use the Company Logo and Company Name entry boxes. Remember at the bottom of the page ...
Configure Locations
Create multiple Locations or Departments, such as Front-of-House, Kitchen, and Southside Location
Use separate locations for anywhere that you want a separate schedule, or separate analytics
Go to Settings , Locations
Note that you...
Integrate Breadcrumb / Upserve
We'll set your company up for you! Employees / Roles / Wages / Dayparts / Sales History / Real-Time Sale Sync / Real-Time End-to-End Gratuities-to-Payroll We'll contact you within 48 hours to confirm company setup, and guide you through use of ...
Setup Force-Read Alerts for a location
From the main toolbar, click on the Gearwheel icon and navigate to the General Settings page. Scroll down to the Schedules section. Choose the preferred schedule and click the "+" icon to the left of the schedule's name to open that spe...
Payroll Settings
It is important to enter your Payroll Settings before you actively use the software. Click the Gearwheel icon at the top of any Teamwork page. Click on General Settings and scroll down to Default Payroll Settings. Choose Bi-Weekl...
Permission Templates
In addition to using Teamwork's existing permission levels, ( Manage Employee Permission Settings ) , you can create custom permission templates. From the Main Toolbar > Gearwheel Menu > General Settings . Scroll to Permission T...
POS (Point of Sale) Sync
Teamwork will import Sales Data from your Point of Sale System for real-time data syncing. Go to General Settings from the Gearwheel in the top right. Scroll to Create New POS Sync Account Find your Point of Sale System, and enter ...
Other Settings, Early & Late Clock-In, Break Defaults, Etc.
Important Other Settings Upon Initial Setup From the Main Menu Bar , click the Gearwheel icon and then General Settings . Scroll to Other Settings at the bottom of the page. 1. Minutes to be considered late Clock-In records and emp...
Entering Payment
Go to Gearwheel Menu > Payments / Billing Press the button to add payment Enter Credit Card information. You will be charged monthly. You will have the possibility to setup payment methods for different Locations (Payroll Groups) ...